Client Services Manager

Tate; Hertford; Hybrid; GBP 35,000 - 40,000; Full time

Job summary

A growing financial services firm is seeking a Client Services Manager in Hertford. The ideal candidate will have at least two years of experience in financial services, with a strong understanding of ISA, investment, and pension processes. Responsibilities include client communication, preparing documentation, and maintaining client files. This full-time position offers a hybrid work model, with 3 days in the office and 2 days from home. Competitive salary between £35,000-40,000 and opportunities for growth included.

Qualifications

• At least two years' experience in an IFA or financial services environment.
• Strong understanding of ISA, investment and pension processes.
• Confidence using CRM and back-office systems.

Responsibilities

• Client communication and handling queries promptly.
• Preparing recommendation documentation and valuation reports.
• Maintaining accurate and compliant client files.
• Processing new business, fund switches and withdrawals.
• Liaising with providers and managing adviser workflows.

Skills

Experience in an IFA or financial services environment

Strong understanding of ISA, investment and pension processes

Proficiency in Microsoft Office

Excellent organisational skills

Attention to detail

Tools

CRM systems

Back-office systems

Job description

Job Description

Client Services Manager

£35,000-40,000

Full time hybrid 3 days in office 2 from home

Hertford

Permanent

A growing IFA firm is seeking an experienced IFA Administrator to join a dynamic team where your expertise will directly shape client experience and operational excellence. This role offers the chance to make a measurable impact by ensuring smooth processes and compliance in a fast‑paced financial environment.

Responsibilities

• Client communication and handling queries promptly and professionally
• Preparing recommendation documentation and valuation reports
• Maintaining accurate and compliant client files
• Processing new business, fund switches and withdrawals
• Submitting and tracking Letters of Authority and liaising with providers
• Managing adviser workflows and supporting operational tasks

Skills / experience

You will bring at least two years' experience in an IFA or financial services environment, with a strong understanding of ISA, investment and pension processes. Confidence using CRM and back-office systems is essential, along with proficiency in Microsoft Office. Excellent organisational skills and attention to detail will help you thrive in this role.

If you are an experienced Administrator from Financial Services, looking for a company that will provide growth and development – then please do apply!

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.